Acutus Investments

Devika Vartak

Business Analyst & Strategist
Mutual Fund Advisory · Portfolio Analytics · HNI Client Management

About

Helping clients invest with clarity

I am the Business Analyst & Strategist at Acutus Investments, based in Pune. My work combines rigorous fund research with direct client advisory — evaluating schemes across trailing returns, Sharpe Ratio, Beta, AUM, and TER, and translating that analysis into portfolio decisions that match each client's goals and risk profile.

I work with HNI clients, business owners, and affluent investors across Pune, providing research-backed guidance on mutual fund selection, SIP structuring, and portfolio rebalancing.

Capabilities

What I bring to the table

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Fund Performance Research

Systematic evaluation of mutual fund schemes across 7 categories and 14 AMCs — trailing returns, risk-adjusted metrics, expense ratios, and category peer comparison.

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Portfolio Construction & Advisory

Goal-based allocation across Large Cap, Mid Cap, Flexi Cap, Hybrid, and Small Cap — structured to match your investment horizon and risk appetite.

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SIP Planning & Monitoring

Systematic Investment Plan design, SIP book management, and ongoing performance monitoring against benchmark — with regular client reporting.

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AMC Commission & TER Tracking

Transparent tracking of brokerage commissions and Total Expense Ratios across all fund houses — ensuring cost-aware portfolio decisions for clients.

Approach

How I work with clients

Research before recommendation

Every fund suggestion is backed by scheme-level data — not AMC relationships or commission structures. Trailing returns, Sharpe, Beta, and peer category comparison are the baseline.

Transparency on costs

TER and brokerage commissions are tracked and disclosed. Clients know exactly what they're paying and why. No hidden cost surprises at review time.

Goal-anchored portfolio construction

Portfolios are built around your objectives — retirement, wealth creation, liquidity needs — not around what performed best last quarter. Allocation decisions stay grounded in your plan.

Regular structured reviews

Periodic portfolio reviews with updated performance data, rebalancing recommendations, and category-level market context — delivered clearly, without jargon.